Valvoline
310 hedge funds and large institutions have $3.69B invested in Valvoline in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 77 increasing their positions, 116 reducing their positions, and 45 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 45
3% more funds holding
Funds holding: 302 → 310 (+8)
2.43% less ownership
Funds ownership: 103.46% → 101.02% (-2.4%)
13% less capital invested
Capital invested by funds: $4.24B → $3.69B (-$559M)
21% less call options, than puts
Call options by funds: $1.84M | Put options by funds: $2.34M
34% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$37.5M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$28.6M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$12.2M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$12M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$140M |
| 2 |
Janus Henderson Group
London,
|
-$56.8M |
| 3 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$31.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$19.8M |
| 5 |
Lazard Asset Management
New York
|
-$10.8M |
VVV Hedge Fund Activity: Q4 2018 in Review
310 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q4 2018, worth a combined $3.69B — down 13% from $4.24B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new VVV positions and 45 closed out — a net gain of 10 holders — while 77 added to existing stakes and 116 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $37.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $140M.
- 310 institutional investors held Valvoline (VVV) as of Q4 2018, up from 302 in Q3 2018.
- Funds reported $3.69B of Valvoline stock for Q4 2018, down 13% quarter-over-quarter.
- 55 funds opened new Valvoline positions in Q4 2018 and 45 closed out, a net change of +10 holders.
- The largest Valvoline buyer in Q4 2018 was Balyasny Asset Management, an estimated $37.5M added.
- The largest Valvoline seller in Q4 2018 was T. Rowe Price Associates, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2018.